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Stewart Invs Global Em Mkts Leaders A GBP Acc

Ranked 67 out of 180 in - Global Emerging Markets over 12 months
All calculations are in EUR unless stated

Managed by

Tom Prew

Tom Prew is a portfolio manager and analyst at Stewart Investors. The team manage funds in Asia Pacific, emerging market, worldwide and sustainable development equity investment strategies on behalf of clients. He joined the firm as a graduate in 2006. Tom currently has portfolio responsibilities including lead management of the GEM All Cap strategies, the Latin American fund and Frontiers strategies. He is co-manager on a number of Emerging Market Leaders strategies. Tom has a Bachelor of Arts (Hons) in Jurisprudence from Lincoln College, Oxford.

Ashish Swarup

Ashish Swarup is Lead Portfolio Manager for several of Stewart Investors Global Emerging Market strategies and Lead Portfolio Manager of one of their Asian ones. He has over a decade’s experience in managing equity investments. Prior to joining Stewart Investors, he was Portfolio Manager (Global Emerging Markets) at Fidelity Management & Research and Fidelity Investments. Ashish has a Degree in Electronics and Communication Engineering from the Indian Institute of Technology, a Post Graduate Diploma in Management from the Indian Institute of Management, and holds a MBA from INSEAD in France.

Objective

The Fund aims to grow your investment. The Fund invests worldwide in large and mid capitalisation equities in emerging economies, including those of companies listed on developed market exchanges whose activities predominantly take place in, emerging market countries.

Showing fund performance in Ireland View performance globally

Performance

Global Emerging Markets over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.7% 1.7% -4.6%
2017 12.6% 9.5% -4.7% 0.7% 7.2%
2016 10.5% 1.3% 4.6% 3.0% 1.2%
2015 -0.6% 13.3% -4.0% -9.0% 0.4%
2014 14.6% 0.6% 7.4% 6.1% -0.1%
2013 -3.2% 2.4% -5.8% 2.0% -1.6%
2012 21.6% 7.2% 1.9% 9.5% 1.7%
2011 -4.1% -8.3% 0.9% -5.2% 9.4%
2010 33.8% 7.3% 6.1% 5.1% 11.7%
2009 63.1% 9.5% 23.0% 13.4% 6.8%
2008 -38.3% -12.0% -2.5% -10.1% -20.0%
2007 17.4% 2.8% 10.5% 3.2% 0.1%
2006 19.0% 7.2% -9.7% 7.6% 14.3%
2005 47.7% 5.9% 12.0% 16.4% 7.0%
2004 6.2% 8.5% -9.7% 4.8% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date01/12/2003
  • Share Class size464Mn
  • Base currencyGBP
  • ISIN GB0033873919

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment4.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).